WB
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Webster Bank’s W.P. Carey WPC Stock Holding History

Webster Bank’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-75
Closed -$5.1K – 760
2026
Q1 		$5.1K Buy
+75
New +$5.26K ﹤0.01% 573
2018
Q3 		– Sell
-1,429
Closed -$93K – 531
2018
Q2 		$93K Hold
1,429
– – 0.01% 265
2018
Q1 		$87K Hold
1,429
– – 0.01% 279
2017
Q4 		$96K Hold
1,429
– – 0.01% 286
2017
Q3 		$94K Sell
1,429
-205
-13% -$13.6K 0.01% 278
2017
Q2 		$106K Hold
1,634
– – 0.02% 266
2017
Q1 		$100K Hold
1,634
– – 0.02% 283
2016
Q4 		$95K Buy
+1,634
New +$95.6K 0.01% 274

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Webster Bank's WPC Position: Q2 2026 in Review

Webster Bank sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 75 shares — an estimated $5.1K sold.

Webster Bank first reported a position in WPC in Q4 2016 and held it in 8 quarters. The position peaked at $106K in Q2 2017. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Webster Bank reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Webster Bank sold 75 W.P. Carey shares in Q2 2026, an estimated $5.1K.
  • Webster Bank first reported a position in W.P. Carey in Q4 2016 and held it in 8 quarters.
  • Webster Bank's W.P. Carey position peaked at $106K in Q2 2017.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.